Gateway Wealth Partners, LLC
APPLETON WI · SEC CIK 0001966037
$16.68亿2026Q2 申报市值
751持仓数
16.5%前十大占比 · 第一大 3.6%
46 / 220新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AIRR 加仓+$1,776.03万
LALT 新建仓+$513.47万
IXUS 加仓+$315.18万
IALT 新建仓+$300.30万
BGRN 新建仓+$245.55万
2026Q2 卖出最多 按季末市值估算
TOUS 减仓-$3,169.82万
AAPL 减仓-$2,531.95万
SPYM 减仓-$2,463.71万
EEMA 减仓-$2,028.45万
NVDA 减仓-$1,980.21万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | $438.87万 | 0.26% | 88,571 | -72,495 | -45.0% | -$359.21万 | 减仓 |
| ABBV | ABBVIE INC | $431.77万 | 0.26% | 17,158 | -11,835 | -40.8% | -$297.82万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $428.38万 | 0.26% | 8,970 | -5,009 | -35.8% | -$239.22万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $420.10万 | 0.25% | 82,608 | -46,978 | -36.3% | -$238.91万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $416.09万 | 0.25% | 158,933 | -107,866 | -40.4% | -$282.39万 | 减仓 |
| MBB | ISHARES TR | $409.29万 | 0.25% | 43,302 | -53,030 | -55.0% | -$501.24万 | 减仓 |
| SMMU | PIMCO ETF TR | $406.30万 | 0.24% | 80,456 | -93,354 | -53.7% | -$471.44万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $401.43万 | 0.24% | 44,678 | -43,251 | -49.2% | -$388.61万 | 减仓 |
| TSLA | TESLA INC | $398.02万 | 0.24% | 9,463 | -16,500 | -63.6% | -$694.00万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $393.09万 | 0.24% | 106,235 | -62,286 | -37.0% | -$230.47万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $392.52万 | 0.24% | 3,401 | -2,470 | -42.1% | -$285.07万 | 减仓 |
| EFV | ISHARES TR | $386.42万 | 0.23% | 50,479 | -149,349 | -74.7% | -$1,143.27万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $382.55万 | 0.23% | 19,360 | -536 | -2.7% | -$10.59万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $377.13万 | 0.23% | 70,347 | -51,614 | -42.3% | -$276.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $376.86万 | 0.23% | 52,892 | -43,119 | -44.9% | -$307.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $374.93万 | 0.22% | 4,008 | -3,460 | -46.3% | -$323.66万 | 减仓 |
| GLDM | WORLD GOLD TR | $366.65万 | 0.22% | 46,166 | -30,112 | -39.5% | -$239.15万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $366.15万 | 0.22% | 37,826 | -31,551 | -45.5% | -$305.41万 | 减仓 |
| IEI | ISHARES TR | $364.07万 | 0.22% | 30,998 | 2,260 | 7.9% | $26.54万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $362.19万 | 0.22% | 113,969 | -64,853 | -36.3% | -$206.10万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $353.78万 | 0.21% | 94,442 | 14,034 | 17.5% | $52.57万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $353.45万 | 0.21% | 176,814 | -57,226 | -24.5% | -$114.39万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $349.66万 | 0.21% | 28,658 | -23,974 | -45.6% | -$292.51万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $349.54万 | 0.21% | 68,048 | -29,476 | -30.2% | -$151.41万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $348.56万 | 0.21% | 126,887 | -23,849 | -15.8% | -$65.51万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $345.50万 | 0.21% | 80,142 | -139,462 | -63.5% | -$601.23万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $337.75万 | 0.20% | 151,524 | -115,157 | -43.2% | -$256.68万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $336.76万 | 0.20% | 70,585 | -70,967 | -50.1% | -$338.58万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $335.62万 | 0.20% | 12,679 | -9,394 | -42.6% | -$248.67万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $328.83万 | 0.20% | 102,791 | -95,235 | -48.1% | -$304.66万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $327.04万 | 0.20% | 9,771 | -15,175 | -60.8% | -$507.91万 | 减仓 |
| LLY | ELI LILLY & CO | $315.28万 | 0.19% | 2,629 | -1,458 | -35.7% | -$174.85万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $312.52万 | 0.19% | 68,928 | -50,029 | -42.1% | -$226.83万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $306.85万 | 0.18% | 57,356 | -22,309 | -28.0% | -$119.35万 | 减仓 |
| SGOV | ISHARES TR | $304.17万 | 0.18% | 30,214 | -30,886 | -50.5% | -$310.93万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $303.72万 | 0.18% | 61,013 | -91,978 | -60.1% | -$457.87万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $303.15万 | 0.18% | 91,946 | -17,774 | -16.2% | -$58.60万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $302.93万 | 0.18% | 94,697 | -60,549 | -39.0% | -$193.69万 | 减仓 |
| USFR | WISDOMTREE TR | $302.68万 | 0.18% | 60,116 | -57,798 | -49.0% | -$291.01万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $302.39万 | 0.18% | 74,508 | -31,790 | -29.9% | -$129.02万 | 减仓 |
| IDEV | ISHARES TR | $300.36万 | 0.18% | 33,745 | -54,608 | -61.8% | -$486.06万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $300.30万 | 0.18% | 107,059 | 107,059 | — | $300.30万 | 新建仓 |
| USIG | ISHARES TR | $297.75万 | 0.18% | 58,053 | -2,577 | -4.3% | -$13.22万 | 减仓 |
| SHY | ISHARES TR | $292.93万 | 0.18% | 35,676 | 7,936 | 28.6% | $65.16万 | 加仓 |
| KLAC | KLA CORP | $287.40万 | 0.17% | 9,526 | -1,454 | -13.2% | -$43.87万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $286.95万 | 0.17% | 9,368 | -407 | -4.2% | -$12.47万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $285.64万 | 0.17% | 21,203 | -23,333 | -52.4% | -$314.34万 | 减仓 |
| SHYG | ISHARES TR | $284.98万 | 0.17% | 67,197 | -4,140 | -5.8% | -$17.56万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $283.55万 | 0.17% | 89,420 | -64,152 | -41.8% | -$203.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $280.90万 | 0.17% | 11,060 | -5,114 | -31.6% | -$129.89万 | 减仓 |
| GE | GE AEROSPACE | $280.82万 | 0.17% | 7,514 | -4,447 | -37.2% | -$166.20万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $279.99万 | 0.17% | 7,656 | -784 | -9.3% | -$28.67万 | 减仓 |
| MUB | ISHARES TR | $279.92万 | 0.17% | 26,010 | -9,291 | -26.3% | -$99.99万 | 减仓 |
| — | EXXON MOBIL CORP | $277.07万 | 0.17% | 20,266 | -15,057 | -42.6% | -$205.85万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $275.55万 | 0.17% | 133,052 | -34,562 | -20.6% | -$71.58万 | 减仓 |
| AFL | AFLAC INC | $274.40万 | 0.16% | 23,403 | -2,099 | -8.2% | -$24.61万 | 减仓 |
| EMBD | GLOBAL X FDS | $273.72万 | 0.16% | 114,287 | -96,425 | -45.8% | -$230.94万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $272.75万 | 0.16% | 54,010 | -45,804 | -45.9% | -$231.31万 | 减仓 |
| AGG | ISHARES TR | $270.49万 | 0.16% | 27,328 | -11,855 | -30.3% | -$117.34万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $270.00万 | 0.16% | 14,080 | -8,480 | -37.6% | -$162.61万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $264.03万 | 0.16% | 56,405 | -8,358 | -12.9% | -$39.12万 | 减仓 |
| FEGE | RBB FUND TRUST | $260.64万 | 0.16% | 53,279 | 42,359 | 387.9% | $207.22万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $259.39万 | 0.16% | 139,984 | -129,152 | -48.0% | -$239.32万 | 减仓 |
| CSCO | CISCO SYS INC | $258.34万 | 0.15% | 21,994 | -11,727 | -34.8% | -$137.74万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $256.55万 | 0.15% | 65,331 | -49,561 | -43.1% | -$194.63万 | 减仓 |
| BAC | BANK OF AMER CORP | $255.96万 | 0.15% | 44,920 | -29,237 | -39.4% | -$166.59万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $255.36万 | 0.15% | 2,525 | -1,877 | -42.6% | -$189.83万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $252.18万 | 0.15% | 13,014 | -18,124 | -58.2% | -$351.19万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $250.55万 | 0.15% | 4,313 | -2,990 | -40.9% | -$173.69万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $247.85万 | 0.15% | 26,178 | -17,056 | -39.5% | -$161.48万 | 减仓 |
| BGRN | ISHARES TR | $245.55万 | 0.15% | 51,724 | 51,724 | — | $245.55万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $243.43万 | 0.15% | 3,367 | -2,113 | -38.6% | -$152.77万 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $241.40万 | 0.14% | 177,106 | -173,952 | -49.6% | -$237.10万 | 减仓 |
| WMT | WALMART INC | $240.43万 | 0.14% | 21,229 | -15,740 | -42.6% | -$178.27万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $238.38万 | 0.14% | 84,622 | -88,608 | -51.2% | -$249.61万 | 减仓 |
| IGIB | ISHARES TR | $235.48万 | 0.14% | 44,289 | -5,762 | -11.5% | -$30.64万 | 减仓 |
| VGT | VANGUARD WORLD FD | $235.40万 | 0.14% | 19,696 | -14,360 | -42.2% | -$171.63万 | 减仓 |
| BOND | PIMCO ETF TR | $234.17万 | 0.14% | 25,396 | -21,107 | -45.4% | -$194.62万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $230.82万 | 0.14% | 40,976 | -25,892 | -38.7% | -$145.85万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $226.02万 | 0.14% | 87,436 | -19,294 | -18.1% | -$49.87万 | 减仓 |
| SMH | VANECK ETF TRUST | $222.82万 | 0.13% | 3,397 | -2,330 | -40.7% | -$152.83万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $222.09万 | 0.13% | 50,926 | -24,543 | -32.5% | -$107.03万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $221.47万 | 0.13% | 147,255 | -144,043 | -49.4% | -$216.64万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $220.08万 | 0.13% | 8,135 | -7,807 | -49.0% | -$211.21万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $219.55万 | 0.13% | 50,729 | 50,729 | — | $219.55万 | 新建仓 |
| DGRO | ISHARES TR | $218.78万 | 0.13% | 28,867 | -24,119 | -45.5% | -$182.80万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $218.67万 | 0.13% | 109,033 | -151,033 | -58.1% | -$302.90万 | 减仓 |
| EFFI | HARBOR ETF TRUST | $209.33万 | 0.13% | 82,552 | -70,824 | -46.2% | -$179.59万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $208.53万 | 0.13% | 36,159 | -15,609 | -30.2% | -$90.02万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $206.96万 | 0.12% | 30,196 | -37,680 | -55.5% | -$258.26万 | 减仓 |
| EQL | ALPS ETF TR | $203.63万 | 0.12% | 40,364 | -42,450 | -51.3% | -$214.16万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $201.10万 | 0.12% | 69,694 | -53,930 | -43.6% | -$155.61万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $200.84万 | 0.12% | 4,832 | -2,777 | -36.5% | -$115.42万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $200.16万 | 0.12% | 14,875 | -19,577 | -56.8% | -$263.43万 | 减仓 |
| RTX | RTX CORPORATION | $195.26万 | 0.12% | 10,292 | -7,945 | -43.6% | -$150.73万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $194.11万 | 0.12% | 23,178 | -16,807 | -42.0% | -$140.76万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $192.52万 | 0.12% | 13,128 | -4,153 | -24.0% | -$60.90万 | 减仓 |
| IAU | ISHARES GOLD TR | $190.13万 | 0.11% | 25,178 | -18,927 | -42.9% | -$142.92万 | 减仓 |
| T | AT&T INC | $189.73万 | 0.11% | 91,655 | -29,952 | -24.6% | -$62.00万 | 减仓 |
| GEV | GE VERNOVA INC | $189.39万 | 0.11% | 1,612 | -1,625 | -50.2% | -$190.92万 | 减仓 |